Experienced IFA Employed role with Share Options in London

Your new company
Due to continued growth, a rare opportunity has arisen within an independently owned wealth planning firm (IFAs) for an experienced financial adviser/Chartered Financial Planner. The ethos of the firm is very much focused on doing what is right for the client, providing the best advice possible to achieve great client outcomes. Advisers are all employed, work remotely, have a huge amount of autonomy and flexibility, together with a high level of support in terms of paraplanning and administration as well as from other advisers as required, e.g. to cover when on annual leave.
Your new role Employed role providing independent advice across the full range of financial planning, managing your own portfolio. Client-facing role in person and online. All advisers work remotely, manage their own diaries.
Full administration and paraplanning support.
Support to generate new business.
What you'll need to succeed
Essential to be an experienced IFA with demonstrable success in building and retaining trusted client relationships and confident of having a client following going forward.
What you'll get in return
Employed package offering a highly competitive basic salary, a generous bonus structure on both initial and ongoing income (50% on initial), plus good benefits including 8% pension contribution, Private Medical Insurance, Death in Service, income protection and a Share Option scheme to give you a stake in the business and the opportunity to reap significant financial rewards going forward.
You will also have the opportunity to inherit existing clients in the near future due to an existing adviser approaching retirement.
This is an excellent opportunity for an experienced IFA who has built strong client relationships and expects these to follow once out of restrictive covenants. You will be joining a very well-run business which will enable you to have a high level of autonomy, give you with the support you require to ensure your clients continue to receive excellent standards of service whilst also providing you with a highly competitive employed package to include the range of benefits you would usually only offered by larger corporate firms.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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